Invesco S&P 500 Downside Hedged ETF
PHDG
21 hedge funds and large institutions have $5.52M invested in Invesco S&P 500 Downside Hedged ETF in 2018 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 2 closing their positions.
250% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 2
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
5% more funds holding
Funds holding: 20 → 21 (+1)
1.1% more ownership
Funds ownership: 20.86% → 21.96% (+1.1%)
4% more capital invested
Capital invested by funds: $5.29M → $5.52M (+$232K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.02M |
| 2 |
VF
Virtu Financial
New York
|
+$443K |
| 3 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
+$211K |
| 4 |
PG
Patten Group
Chattanooga,
Tennessee
|
+$150K |
| 5 |
LPL Financial
San Diego,
California
|
+$57.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$922K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$618K |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$86K |
| 4 |
N
Natixis
Paris,
France
|
-$2.63K |
PHDG Hedge Fund Activity: Q2 2018 in Review
21 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Downside Hedged ETF (PHDG) for Q2 2018, worth a combined $5.52M — up 4.4% from $5.29M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PHDG positions and 2 closed out — a net gain of 1 holder — while 7 added to existing stakes and 2 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $1.02M. The largest seller was UBS Group, cutting an estimated $922K.
- 21 institutional investors held Invesco S&P 500 Downside Hedged ETF (PHDG) as of Q2 2018, up from 20 in Q1 2018.
- Funds reported $5.52M of Invesco S&P 500 Downside Hedged ETF stock for Q2 2018, up 4.4% quarter-over-quarter.
- 3 funds opened new Invesco S&P 500 Downside Hedged ETF positions in Q2 2018 and 2 closed out, a net change of +1 holder.
- The largest Invesco S&P 500 Downside Hedged ETF buyer in Q2 2018 was Jane Street, an estimated $1.02M added.
- The largest Invesco S&P 500 Downside Hedged ETF seller in Q2 2018 was UBS Group, an estimated $922K sold.
Based on aggregated 13F filings for Q2 2018.